Position in LPLA
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,197,373,229
-$45,505,313 QoQ
Shares Held
4,250,828
+2.9% QoQ
Ownership
5.40%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#3
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. LPLA ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in LPLA
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,197,373,229 | 4,250,828 | Shares | Defined | 2026-08-04 | |
| 2026-06-30 | $1,128,120,231 | 4,004,971 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,242,878,542 | 4,131,498 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,268,067,078 | 3,550,318 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,220,748,065 | 3,669,326 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,379,696,113 | 3,679,484 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,149,662,539 | 3,514,283 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,275,198,191 | 3,905,541 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $721,130,666 | 3,099,904 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $527,091,886 | 1,887,189 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $466,373,764 | 1,765,230 | Shares | Defined | 2024-05-28 | |
| 2023-12-31 | $233,702,232 | 1,026,721 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $200,844,429 | 845,127 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $184,263,226 | 847,460 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $12,571,670 | 62,113 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $14,428,049 | 66,744 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,581,136 | 66,739 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $19,569,638 | 106,080 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $23,224,655 | 127,133 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $24,612,715 | 153,743 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $24,560,528 | 156,676 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $21,664,424 | 160,501 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $23,759,058 | 167,129 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $17,971,591 | 172,439 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $13,650,401 | 178,041 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $13,339,916 | 170,152 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $7,166,688 | 131,668 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||